VWM

Valley Wealth Managers Portfolio holdings

AUM $1.39B
1-Year Est. Return 21.49%
This Quarter Est. Return
1 Year Est. Return
+21.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$94.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$12M
3
+$4.87M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$4.27M
5
HACK icon
Amplify Cybersecurity ETF
HACK
+$2.56M

Top Sells

1
+$15.5M
2
+$8.52M
3
+$4.56M
4
DOX icon
Amdocs
DOX
+$3.45M
5
PGR icon
Progressive
PGR
+$3.18M

Sector Composition

1 Technology 26.23%
2 Healthcare 11.7%
3 Financials 10.4%
4 Consumer Discretionary 6.14%
5 Communication Services 5.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$8.21K ﹤0.01%
4
302
$8.14K ﹤0.01%
30
-75
303
$7.82K ﹤0.01%
61
-50
304
$7.71K ﹤0.01%
250
-150
305
$6.91K ﹤0.01%
+136
306
$6.81K ﹤0.01%
+392
307
$6.67K ﹤0.01%
+7,100
308
$6.35K ﹤0.01%
130
309
$6.33K ﹤0.01%
24
310
$6.23K ﹤0.01%
65
-87
311
$6K ﹤0.01%
140
312
$5.85K ﹤0.01%
+90
313
$5.8K ﹤0.01%
+291
314
$5.45K ﹤0.01%
40
315
$5.3K ﹤0.01%
+699
316
$5.24K ﹤0.01%
145
317
$5.04K ﹤0.01%
+67
318
$4.93K ﹤0.01%
120
319
$4.84K ﹤0.01%
94
-16
320
$4.78K ﹤0.01%
+764
321
$4.41K ﹤0.01%
+202
322
$4.2K ﹤0.01%
20
323
$4.14K ﹤0.01%
+36
324
$4.07K ﹤0.01%
176
325
$4.06K ﹤0.01%
+173
11 12
13
14 15